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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,170 | $127,386-42.6% | $115,037-36.4% | $125,388-41.6% |
| Participation rate | 23.1% | 84.2%-61.1pp | 81.4%-58.3pp | 83.2%-60.1pp |
| Annual return | 727.39% | 31.28%+696.1pp | 26.14%+701.3pp | 282.24%+445.2pp |
| Employer contribution / active EE | $1,222 | $5,166-76.3% | $4,608-73.5% | $4,866-74.9% |
| Participant deferral / active EE | $2,074 | $6,423-67.7% | $6,026-65.6% | $5,352-61.2% |
| Admin fee / account holder | $986 | $9,516-89.6% | $8,175-87.9% | $9,541-89.7% |